Client Communication

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  • What troubles HR about brokers

    VIDEO | November 21, 2014

    If brokers and human resources departments worked together, it would bring “peace and harmony” to a difficult process, says Trisha Zulic, of Efficient Edge. But with two strong personalities often unwilling to listen to each other, it creates conflict, she says. Watch as Zulic explains why brokers need to reach out first and listen to their clients – and what that can lead to.


  • How advisers can engage millennials to maximize retirement savings

    November 19, 2014

    Millennials are not saving enough to take full advantage of their employer’s 401(k) company match, but benefit advisers say there are many tools employers can use to turn this trend around and engage the younger generation.


  • Remove the 'crutch' that's hurting your long-term sales

    November 18, 2014

    Commentary: Columnist Mel Schlesinger shares the secrets of selling your knowledge rather than relying on value-add services to close the sale.


  • Open enrollment and financial stress

    November 14, 2014

    Commentary: As open enrollment season moves into full swing, columnist John Ludwig turns your focus to financial wellness, a growing concern for employers.


  • Call in the SWOT team to grow your agency

    November 14, 2014

    Commentary: Is your agency ready for 2015? Columnist Nelson Griswold shows how an in-depth analysis of a firm's strengths and weaknesses can help set goals for the new year.


  • 5 ACA issues employers should be following

    October 29, 2014

    With the Affordable Care Act’s new reporting requirements fast approaching, employers and their benefit advisers need more than ever to keep abreast of what’s happening with the ever-changing health care reform law. Here are five ACA issues the national law firm Epstein Becker Green says employers need to be following.


  • Stalled career management programs damaging retention

    October 28, 2014

    Employers’ inability to provide clear and effective career management tracks may be forcing their more goal-oriented workers – the very employees they need to retain – to jump ship.


  • 5 things employees would rather do than enroll in benefits

    October 23, 2014

    Open enrollment is a stressful time for benefit managers and employees alike. More than half of U.S. employees say the traditional open enrollment process to sign up for health care benefits is a waste of time and a miserable experience. In fact, the enrollment process is so unpleasant for employees that 20% of them would rather watch a movie about the life of Lindsay Lohan than complete it.


  • Creating content to grow your business

    October 22, 2014

    Commentary: Take this small step now, says consultant Wendy Keneipp, and become the feared competitor in your market.


  • 3 steps to winning the first appointment with a prospective client

    October 14, 2014

    Commentary: You only get one chance to make a first impression. Columnist Mel Schlesinger shares his tips on how to make that first appointment with a prospective client a successful one.


  • 8 flu shot myths debunked

    October 10, 2014

    A study conducted by the Trust for America’s Health found that one in five Americans (62 million) get the flu each year. Despite the numbers, fewer than half of Americans (45%) got a flu shot during the 2012-2013 flu season.


  • What benefits do your employees really want?

    October 9, 2014

    The features and services that you think workers will appreciate and use may be completely different than what employees actually desire, so communication is key - maybe even in the form of a company survey. Easy access is also key to better utilization.


  • 3 ways to counsel employers through an employee's depression-related return to work

    October 7, 2014

    Commentary: October is National Depression Awareness Month. Jeff Guardalabene, a mental health case manager with Standard Insurance Company, offers these tips on how to help your employer clients navigate this important but often uncharted territory.


  • 10 tips for better communication during open enrollment

    October 7, 2014

    Most employers think they are doing a better job communicating about the company’s employee benefits than their employees think they are. Benefit and payment solutions provider Alegeus Technologies offers tips for better communication during open enrollment.


  • 10 ways to be more memorable

    October 6, 2014

    Tips to help benefit advisers, benefit managers, and other benefit professionals stand out (in a good way).


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